Section 4 of the Explanation of the Provisions focuses on the proper disclosure requirements to include in GIPS Reports to be compliant with the 2020 GIPS standards.
November 12, 2020
November 9, 2020
FINRA's release of Regulatory Notice 20-21 allows the use of IRR for investments or funds that have been fully realized but further requires utilizing the calculation methodologies of the Global Investment Performance Standards (GIPS) for investment programs/funds that include both realized and unrealized holdings.
October 27, 2020
ACA and Curcio Webb conducted an industry survey in August 2020 focusing on the value of GIPS compliance among OCIOs. The results show a growing interest in compliance with the 2020 GIPS standards.
October 22, 2020
As a result of increased transparency and due diligence on the part of asset owners, there is growing interest in attaining GIPS compliance among the asset owner community.
October 20, 2020
Compliance is Easier Than You Think: The Real Estate Manager's Path to Compliance with the GIPS Standards
In the current real estate investment environment, many firms want to understand the core components of the GIPS standards before committing the resources needed to attain compliance. Firms that already claim compliance seek to mitigate the risk of becoming noncompliant. This paper provides useful information for both objectives.
September 30, 2020
Compliance is Easier Than You Think: Challenges and Solutions for Hedge Fund Managers Considering the GIPS Standards
As more assets have been allocated to alternative investments, and as regulatory scrutiny has dramatically increased, hedge fund managers are increasingly embracing the GIPS standards.
July 22, 2020
As adoption of the GIPS standards has grown over the years, ACA has seen compliance personnel take a much deeper interest in ensuring their firms meet every requirement.
May 21, 2020
Section 2 of the Explanation of the Provisions focuses on clarifying the input data and calculation methodology requirements to be compliant with the 2020 GIPS standards.
April 28, 2020
SEC Fines U.S. Private Fund Manager $1 Million for Misrepresentation of Investment Performance and Marketing Violations
A recently settled enforcement action re-emphasizes the importance of issues highlighted in the SEC's 2017 Risk Alert related to Rule 206(4)-1 under the Advertising Rule.
April 23, 2020
Composites are the cornerstone of a firm’s claim of compliance with the GIPS standards. With the right steps, the right tools, and the right level of commitment, composite management can become part of everyday operating procedures.
April 22, 2020
Firms of all sizes frequently ask about the relevance and importance of forming a GIPS Committee within their organization.
March 31, 2020
Recognizing the need for additional guidance for firms to comply with the 2020 GIPS standards, CFA Institute has committed to releasing the revised GIPS Handbook, now called Explanation of the Provisions, as they are completed.